Molly Lynn has been an investment adviser representative at Sunbeam Capital Management since May 2026, and is not listed among the firm’s executive officers or direct owners.
Sunbeam Capital Management, LLC is a firm with $410M under management, 47 clients and 2 advisers across 2 offices, as of its March 2026 filing.
- – present · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 289723
Investment adviser representative registrations
Molly Lynn is registered as an investment adviser representative in Utah, since May 2026.
- UtahSince 4 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 2026 |
| Series 24 | General Securities Principal Examination | 28 February 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 29 December 2006 |
| Series 7 | General Securities Representative Examination | 25 November 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Molly Elise Lynn
- CRD
- 5204335
- Firm
- Sunbeam Capital Management · CRD 289723
- Office
- Salt Lake City, UT
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Molly Lynn work?
Molly Lynn is an investment adviser representative registered through Sunbeam Capital Management, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Molly Lynn a financial advisor?
Yes. Molly Lynn has a current investment-adviser registration in Utah, through Sunbeam Capital Management since May 2026.
How many years of experience does Molly Lynn have?
Molly Lynn has 16 years in the financial industry, since May 2010, across 1 adviser firm.
What exams has Molly Lynn passed?
Molly Lynn has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in November 2006. FINRA credited Molly Lynn with the SIE, which began in October 2018.
Where is Molly Lynn based?
Molly Lynn’s registered office is in Salt Lake City, UT.
Is Molly Lynn registered with FINRA?
No. Molly Lynn has no current broker registration.
How can I verify Molly Lynn’s record?
Search CRD 5204335 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Molly Lynn’s full registration record.